David Schwartzman

Partner at Cox Castle

Speaker

Involved in all aspects of real estate investment transactions, David represents investors, developers, and sponsors with respect to their investment in and formation of joint ventures, separate accounts, and real estate private equity funds. Clients frequently call upon him to analyze, negotiate, form, document, and restructure various forms of business organizations, including partnerships, limited partnerships, limited liability companies, and corporations. He works with such business organizations throughout all stages of their life cycle, from formation through operations, restructure, winding up, and termination.

David advises developers and equity investors in joint ventures owning, developing, and managing all types of real estate assets. He helps developers and equity investors structure, negotiate, form, restructure, and document joint venture relationships for the development of multi-family, residential, and commercial projects in urban in-fill and residential locales.

David has guided government and private plans in the formation of separate accounts with institutional sponsors for investment in all types of real estate assets. In this context, he has represented clients entering into relationships with developers and sponsors for investment in a wide spectrum of investment strategies and product types, including core, core plus, value-add, and development strategies for investment in multifamily, retail, office, logistics/industrial, and self storage properties.

Institutional investors turn to David for advice in matters concerning their investments in commingled real estate private equity funds. He has represented institutional investors investing in funds constituting a wide variety of fund structures and strategies, including debt and equity funds (and combination debt and equity funds) structured as closed-end funds, "club deals," open-end funds, parallel partnerships, REITs, "side cars," co-investments, and series limited partnerships/limited liability companies. In addition, he has extensive experience in forming commingled real estate private equity funds for the institutional marketplace.